Creative Planning
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Creative Planning’s Outset Medical OM Stock Holding History

Creative Planning’s Portfolio OM Stock Details OM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51K Buy
+11,795
New +$51.6K ﹤0.01% 4116

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Creative Planning's OM Position: Q2 2026 in Review

Creative Planning opened a new position in Outset Medical (OM) in Q2 2026: 11,795 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #4116 among its holdings.

93 funds tracked by Wall St. Rank hold OM as of Q2 2026.

  • Creative Planning held 11,795 shares of Outset Medical worth $51K as of Q2 2026.
  • Outset Medical was a new Creative Planning position in Q2 2026.
  • Outset Medical made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4116 holding.
  • 93 funds tracked by Wall St. Rank held Outset Medical as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.